Larsen Wealth Management
SEC RegisteredMAKE A PLAN WITH A TEAM OF CFP® PROFESSIONALS
About the firm
Larsen Wealth Management (LWM) is an independent, privately owned firm. All investment decisions are based upon the firm's own philosophy and research and not passed down by any mutual fund company or brokerage firm. Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment advisory services, implementing personalized strategies and investments most beneficial to each client.
Who they serve
Families and individuals with wealth who deal with complex and conflicting goals and decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 75 | $56M |
| High Net Worth Individuals | 45 | $110M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $250,000 - $299,999 | 2.00% |
| $300,000 - $349,999 | 1.75% |
| $350,000 - $399,999 | 1.50% |
| $400,000 - $499,999 | 1.25% |
| $500,000 - $4,999,999 | 1.00% |
| $5,000,000 - $5,999,999 | 0.95% |
| $6,000,000 - $6,999,999 | 0.90% |
| $7,000,000 - $7,999,999 | 0.85% |
| $8,000,000 - $8,999,999 | 0.80% |
| $9,000,000 - $9,999,999 | 0.75% |
| $10,000,000 and up | 0.70% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Larsen Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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